Terms of Service

29.1 Financial Institutions are required under Finance Act 2013, s. 222 (International agreements to improve tax compliance) and the International Tax...

28.1 In the event that we resign or are requested to resign, we will ordinarily issue a formal disengagement letter. This letter will confirm the...

27.1 If we become aware of a dispute between individuals or groups involved in the ownership, control, or management of your organisation, please note...

We will only assist with implementation of our advice if specifically instructed and agreed in writing. Effective Date: 30 July 2025

25.1 Service Commitment We are committed to providing you with a high-quality, efficient, and effective service. If you are dissatisfied or have...

24.1 We reserve the right to review our fees annually to reflect changes in: Inflation and cost of service delivery, Scope of work and time...

23.1 Written Advice Prevails In the course of delivering our services, we may provide advice, comments, or interim findings orally or in draft form....

22.1 No Rights for Third Parties Unless expressly agreed in writing, **only parties to this engagement** may enforce its terms. No third party shall...

21.1 Standard of Care We will provide our services with **reasonable care and skill**. Our liability is limited to losses, damages, costs, and...

20.1 Insofar as we are permitted to do so by law or professional guidelines, we reserve the right to exercise a lien over all funds, documents and...

19.1 We are not authorised by the Financial Conduct Authority to conduct Investment Business. If you require investment business services we will...

18.1 Upon lawful termination of this contract by the Parties in accordance with the termination clauses set out herein, we will provide you with the...

17.1 Commencement of Work Unless otherwise agreed in the engagement letter, our work will commence upon your implicit or explicit acceptance of that...

16.1 Duty of Confidentiality We confirm that where you provide us with confidential information, we shall at all times keep it secure and...

15.1 Where the firm provides accounting software in the Cloud, this will be provided by a third party (the ‘Cloud Supplier’). The third party has...

14.1 Precedence of Engagement Letter In the event of any conflict between these Terms of Business and the Engagement Letter or any associated service...

13.1 Intellectual Property Rights We retain all intellectual property rights, including copyright, in any materials, reports, documents, or...

12.1 General Position We are a multi-client firm and, as such, may act for other clients whose interests are the same as, compete with, or are...

11.1 Professional Standards We will observe and act in accordance with the bye-laws, regulations, and code of ethics of our professional body (see Key...

10.1 Lawful Basis and Purpose of Processing To enable us to deliver the services under this engagement, and for related purposes such as updating and...